You can program Orum to navigate dial trees automatically while parallel dialing.

If a dial-by-name directory is encountered, Orum will try to find and connect to the prospect. If the system cannot locate the directory or the prospect's name, Orum will end the call and move on to the next contact.

What is a Dial Tree?

A dial tree, also known as a phone menu, auto-attendant, or interactive voice response (IVR) system, is a telephony feature that guides callers through a series of menu options to reach their desired contact. These systems are commonly used in corporate phone numbers to streamline call routing.

Programming a Dial Tree

Programming a dial tree involves manually navigating through the dial tree once, so Orum can record the steps and automate the process in future calls. This ensures that you won't have to manually navigate the same dial tree again.

1. Parallel Dial List

   • Parallel dial your entire list and click the RED reset button after dialing through the list. Prospects with the “Dial Tree” label indicate Orum either could not find a dial-by-name directory or the prospect’s name within the system.

2. Filter for Dial-by-Name Directories

   • Click Filter, check the Program dial by name directories box, and click Filter

3. Dial In to Orum

   • Dial in via browser or phone and follow the instructions on the left sidebar to manually program the dial tree steps

4. Program Dial Tree

   • Follow the prompts on the example dialing screen to navigate the dial tree

5. Complete Programming

   • Once you have navigated all of the dial trees, click RESET and uncheck Program Dial Tree.

Handling Different Scenarios in Dial Trees

Prospects Not Found in a Dial-by-Name Directory

If a prospect cannot be found in the directory:

• Orum will NOT complete the call task within Outreach or Salesloft

• For Salesforce or Google integrations, Orum will log the call outcome as “Dial tree - name not found”

Dial Trees with No Directory

If no dial-by-name directory is found in the automated phone system:

• Orum will NOT complete the call task within Outreach or Salesloft.

• For Salesforce or Google integrations, Orum will log the call outcome as “Dial tree - no directory.”

Happy dialing!